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How to Use Debt Collection Reporting

1 min read Updated 15 days ago

Debt Collection is a reporting tool that allows you to quickly identify members who have failed payments, and members who are not being charged (for example, if they have not entered billing details). You can export the required data as a CSV to pass on to your preferred debt collection agency.

To find the Debt Collection reports:

Go to Report & Till
Select Debt Collection

menu item for showing Debt collection report

To see members who are in debt due to failed billing, make sure the radio button is set to ‘Failed Billing’. This is the default.

Debt collection payment arrangement settings

To drill into the data further, select View Filters. From here, you can see debtors who are owing for any reason, including paid in person members. You can also filter by visitation and payment status

Debt collection workflow screen for selecting overdue members

Debt collection contact and reminder options

You can sort the report by any of the columns, for example by last payment. Click once to order from lowest to highest, and click again to order from highest to lowest

Debt collection report with sorting arrows

When you have the data you need, you can export it to a CSV file

To see more financial reports, navigate to Report & Till > Standard Report > Financial. You can customize these reports to suit your business needs.

How to Use Debt Collection Reporting

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